We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Chris Yaros
Associate
C. Lucas Hatch
Principal
First job?
Mechanic’s Assistant at Skip Barber Racing School when I was 14
Favorite academic course?
I loved every second of Physics.
Favorite part of my job?
Helping families shed financial anxiety with a very thoughtful road map and investment strategy
Objects I can juggle?
Balls, rings, clubs. Also love to spin poi balls and a good yo-yo.
Superstitions?
I won’t walk under a ladder.
About Lucas
- Objective: Lucas' goal is to provide comprehensive wealth management solutions to his clients under an independent model.
- Specialized Responsibilities: Member, Marketing Committee
- Snapshot: Lucas brings over 13 years of experience offering high-net-worth clients financial planning, trust and estate services, investment management, brokerage, insurance, and customized credit solutions.
Experience
- Vice President & Senior Relationship Manager, Wachovia Wealth Management, San Francisco, CA; was first relationship manager hired to Wachovia’s Private Banking expansion team in Northern California
- Vice President & Private Banker, Wells Fargo, San Francisco, CA
Education
- University of Southern California, BS, Business Administration
- Groton School
Affiliations & Boards
- Former Member, Board of Overseers, San Francisco Bay Area Chapter, Peer Health Exchange, a national nonprofit organization that trains college students to teach a health curriculum in public high schools
